August 12, 2022 •
Estate Planning 
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read MoreJuly 13, 2022 •
Estate Planning 
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreJune 30, 2022 •
Estate Planning 
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
Read MoreJune 9, 2022 •
Estate Planning 
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
Read MoreMay 23, 2022 •
Estate Planning 
A power of attorney is an estate planning legal document signed by a person, referred to as the “principal,” who grants all or part of their decision-making power to another person, who is known as the “agent.” Power of attorney laws vary by state, making it crucial to work with an estate planning attorney who is experienced in the law of the principal’s state of residence.
Read MoreApril 20, 2022 •
Estate Planning 
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Read MoreMarch 25, 2022 •
Estate Planning 
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
Read MoreMarch 16, 2022 •
Estate Planning 
According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn't even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.
Read MoreFebruary 22, 2022 •
Estate Planning 
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read MoreJanuary 5, 2022 •
Estate Planning 
My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
Read More
